Small Business Owners
Parsec has more than 35 years of experience working in local communities to help small business owners plan and prepare for their future. Let us help you navigate the financial complexities of owning a business, including overseeing your employee retirement plans and helping you with succession planning.
Providing Financial Guidance to Small Business Owners
Our non-biased, fiduciary approach gives you the assurance that there are no ulterior motives. We provide straightforward and easy-to-understand advice with a clearly defined path forward.
As a Parsec client you would have one central point of contact with your financial advisor, who is supported by a robust team of financial planners, portfolio managers, tax specialists and client service specialists.
You have good reason to trust your company’s future and personal financial well-being with Parsec. With $3.745 billion in assets under management as of Dec. 31, 2022, we have the history and experience to help you and your business succeed.Topics we prioritize with small business owners:
- Financial Planning: We will craft a financial plan that works for your business and for you personally.
- Investment Management: We will utilize your financial plan to invest accordingly on your behalf.
- Estate Planning: Let us help you determine if and how to factor your business into your estate plans.
- Tax Strategy: Our tax team of CPAs will team with your Parsec advisor to provide strategic, proactive and timely tax planning.
- Employee Retirement Plans: We have experience working with SEP, SIMPLE, 401(k), and cash balance plans, and will ensure we implement the best plan to fit your needs.
Read Our Latest Thought Leadership:
Income Tax 101 for Investment and Tax Planning
With this article, we hope to equip the reader with a basic understanding of the individual income tax calculation and the use of a taxpayer’s marginal tax rate or tax bracket in investment and income tax planning.
Three Small-Business Transfer Strategies
Throughout my career at Parsec, I have had the opportunity to join our founder, Bart Boyer, at several client appreciation dinners. During these events, Bart would famously review the current economic environment and discuss how to build long-term generational wealth. Without fail, he always reminded clients that “there are only two ways to build wealth:
Good Debt, Bad Debt
Benjamin Franklin has a famous quote: “… nothing can be said to be certain, except death and taxes.” A more modernized quote would probably include the mention of debt!
Meet Parsec's Advisors:
Partner | Director of Business Retirement Services
Asheville
Using Our 43+ Years of Excellence to Help You Thrive
Get in touch with a Parsec Financial representative at an office near you.
